LSVAX
Price
$20.25
Change
+$0.13 (+0.65%)
Updated
Aug 27 closing price
Net Assets
350.02M
NAESX
Price
$121.16
Change
+$0.71 (+0.59%)
Updated
Aug 27 closing price
Net Assets
154.18B
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LSVAX vs NAESX

Header iconLSVAX vs NAESX Comparison
Open Charts LSVAX vs NAESXBanner chart's image
Loomis Sayles Small Cap Value Admin
Price$20.25
Change+$0.13 (+0.65%)
VolumeN/A
Net Assets350.02M
Vanguard Small Cap Index I
Price$121.16
Change+$0.71 (+0.59%)
VolumeN/A
Net Assets154.18B
LSVAX vs NAESX Comparison Chart in %
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LSVAX vs. NAESX commentary
Aug 28, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LSVAX is a Buy and NAESX is a Buy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. LSVAX (350M). NAESX pays higher dividends than LSVAX: NAESX (1.25) vs LSVAX (0.00). LSVAX was incepted earlier than NAESX: LSVAX (28 years) vs NAESX (65 years). LSVAX (1.47) is less costly to investors than NAESX (0.17). LSVAX is a more actively managed with annual turnover of: 25.00 vs. NAESX (13.00). LSVAX has a lower initial minimum investment than NAESX: LSVAX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 8.70 vs. LSVAX (-4.88). NAESX return over 5 years is better than : 59.67 vs. LSVAX (-8.12).
LSVAXNAESXLSVAX / NAESX
Total Expense Ratio1.400.17824%
Annual Report Gross Expense Ratio1.470.17865%
Fund Existence28 years65 years-
Gain YTD6.6354.764139%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets350M154B0%
Annual Yield % from dividends0.001.25-
Returns for 1 year-4.888.70-56%
Returns for 3 years-12.7530.41-42%
Returns for 5 years-8.1259.67-14%
Returns for 10 years-36.32127.87-28%
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